MPWM Advisory Solutions’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

MPWM Advisory Solutions’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$790K	Buy	7,981 +4	+0.1%	+$396	0.36%	47
2026 Q1	$792K	Buy	7,977 +4,261	+115%	+$426K	0.42%	42
2025 Q4	$371K	Sell	3,716 -25	-0.7%	-$2.51K	0.21%	65
2025 Q3	$375K	Buy	3,741 +456	+14%	+$45.2K	0.22%	63
2025 Q2	$326K	Buy	3,285 +1,765	+116%	+$173K	0.21%	63
2025 Q1	$150K	Hold	1,520	–	–	0.11%	77
2024 Q4	$147K	Buy	+1,520	New	+$150K	0.11%	83

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MPWM Advisory Solutions's AGG Position: Q2 2026 in Review

MPWM Advisory Solutions increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.05% in Q2 2026, buying an estimated $396 and bringing the position to 7,981 shares worth $790K. The position accounts for 0.36% of the portfolio, ranked #47.

MPWM Advisory Solutions first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $792K in Q1 2026. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

MPWM Advisory Solutions held 7,981 shares of iShares Core US Aggregate Bond ETF worth $790K as of Q2 2026.
MPWM Advisory Solutions bought 4 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $396.
iShares Core US Aggregate Bond ETF made up 0.36% of MPWM Advisory Solutions's portfolio in Q2 2026, its #47 holding.
MPWM Advisory Solutions first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
MPWM Advisory Solutions's iShares Core US Aggregate Bond ETF position peaked at $792K in Q1 2026.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.